FFO
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Fortitude Family Office’s HealthEquity HQY Stock Holding History

Fortitude Family Office’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.6K Buy
52
+5
+11% +$490 ﹤0.01% 1616
2026
Q2 		$4.25K Buy
47
+14
+42% +$1.19K ﹤0.01% 1162
2026
Q1 		$2.76K Buy
33
+11
+50% +$903 ﹤0.01% 1157
2025
Q4 		$2.02K Buy
22
+3
+16% +$287 ﹤0.01% 1173
2025
Q3 		$1.8K Hold
19
– – ﹤0.01% 1275
2025
Q2 		$1.99K Buy
+19
New +$1.8K ﹤0.01% 1198

Other funds holding HQY

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Fortitude Family Office's HQY Position: Q3 2026 in Review

Fortitude Family Office increased its HealthEquity (HQY) stake by 11% in Q3 2026, buying an estimated $490 and bringing the position to 52 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Fortitude Family Office first reported a position in HQY in Q2 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Fortitude Family Office held 52 shares of HealthEquity worth $4.6K as of Q3 2026.
  • Fortitude Family Office bought 5 HealthEquity shares in Q3 2026, an estimated $490.
  • HealthEquity made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1616 holding.
  • Fortitude Family Office first reported a position in HealthEquity in Q2 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.